Guardian Investment Management provides investment management services, including managing variable and fixed index annuities. They also offer cash management services and financial planning on an hourly basis. Financial planning covers areas like income analysis, insurance review, and investment allocation. Seminars and workshops are offered at no cost to educate the public.
Assets Under Management$15M
Clients100
Advisors1
Avg. per Client$150K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.55% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.40% |
| $1M+ | 1.30% |
These fees are for accounts managed through Orion Portfolio Solutions (OPS). Guardian retains 1.20% of the fee, with OPS receiving the remainder. Additional fees may be added depending on the strategy selected. The annual fee is negotiable. The minimum Annual fee billed will be $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...